LPBRX Mutual Fund

NAV$13.69

AUM$6M

TER1.04%

Holdings28

LPBRX Mutual Fund

NAV$13.69

BlackRock LifePath Dynamic 2025 Fund Class R

AUM$6M

TER1.04%

Holdings28

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Holdings Overlap Analysis

Compare LPBRX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings LPBRX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

LPBRX Mutual Fund Overlap Analysis

LPBRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

LPBRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 28 holdings, LPBRX may share significant positions with broad-market funds.

LPBRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LPBRX tax-loss harvesting finds highly correlated but non-identical funds.